MWP
USXF icon

Madison Wealth Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Madison Wealth Partners’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Hold
3,874
– – 0.03% 232
2026
Q1 		$214K Hold
3,874
– – 0.03% 208
2025
Q4 		$223K Buy
3,874
+129
+3% +$7.42K 0.04% 181
2025
Q3 		$215K Hold
3,745
– – 0.04% 169
2025
Q2 		$202K Buy
+3,745
New +$183K 0.04% 166

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Madison Wealth Partners's USXF Position: Q2 2026 in Review

Madison Wealth Partners held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 3,874 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #232.

Madison Wealth Partners first reported a position in USXF in Q2 2025 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Madison Wealth Partners held 3,874 shares of iShares ESG Advanced MSCI USA ETF worth $269K as of Q2 2026.
  • Madison Wealth Partners left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.03% of Madison Wealth Partners's portfolio in Q2 2026, its #232 holding.
  • Madison Wealth Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.